CommScope

This is another top play for investors that may be somewhat more under the radar. CommScope Holding Co. Inc. (NASDAQ: COMM) provides connectivity and infrastructure solutions for wireless, business enterprise and residential broadband networks in the United States and internationally. Its network infrastructure solutions help customers increase bandwidth, maximize existing capacity, improve network performance and availability, increase energy efficiency and simplify technology migration.

The company was granted early termination of the waiting period in connection with the previously announced agreement to acquire TE Connectivity’s telecom, enterprise and wireless businesses, and the deal finally closed in August. Deutsche Bank was positive about this acquisition. The analysts also feel that CommScope will benefit from the low teens spending growth in data center optical connectivity, and trading at nine times estimated 2017 earnings, the stock is also very cheap.

The Deutsche Bank price target is $35. The consensus target is $32.10. The stock closed on Thursday at $26.22.

F5 Networks

This stock also is down sharply from highs posted earlier this year, and it could be an outstanding value for aggressive accounts now. F5 Networks Inc. (NASDAQ: FFIV) helps organizations seamlessly scale cloud, data center, telecommunications and software defined networking (SDN) deployments to successfully deliver applications and services to anyone, anywhere, at any time.

F5 solutions broaden the reach of IT through an open, extensible framework and a rich partner ecosystem of leading technology and orchestration vendors. This approach lets the company’s customers pursue the infrastructure model that best fits their needs over time. The world’s largest businesses, service providers, government entities and consumer brands rely on the F5 offerings to stay ahead of cloud, security and mobility trends.

Deutsche Bank points out that software and security sales are likely to be as much as 40% to 50% of the company’s product revenues in 2016, and also notes that could be a key basis for re-rating the multiple. With the stock trading, less cash, at a low 12 times the Deutsche Bank 2017 estimated earnings, like the other top picks the company is cheap at current levels.

The $140 Deutsche Bank price target is higher than the consensus target of $125.28. The shares closed Thursday at $99.06.

Infinera

This is another solid play for investors in data networking. Infinera Corp. (NASDAQ: INFN) provides Intelligent Transport Networks for network operators, enabling reliable, easy to operate, high-capacity optical networks. It leverages its unique large-scale photonic integrated circuits to deliver innovative optical networking solutions for the most demanding network environments. Intelligent Transport Networks enable carriers, cloud network operators, governments and enterprises to automate, converge and scale their data center, metro, long-haul and subsea optical networks.

The company blew away earnings recently, and Deutsche Bank continues to recommend buying shares as Infinera is the firm’s top small cap pick. Revenues came in at $207.3 million, up 25% year over year and 3% ahead of Wall Street expectations. Infinera also provided forward guidance that was very strong.

Deutsche Bank points to the fact the company is leveraged to the data center interconnect market, making them another benefactor. The stock is the firm’s top small cap play for the huge spending for data center optical, which Deutsche Bank thinks will be $4 billion to $5 billion, as well as $5 billion to $6 billion for the metro spending.

The Deutsche Bank price objective is $28, and the consensus target is $26.45. The stock closed Thursday at $20.47, down almost 5%.

This huge spending growth could continue for years to come as demand across all the sector grows. These top stocks to buy for 2016 are more suitable for aggressive growth accounts that can tolerate a degree of volatility.